See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
REAGAN & REAGAN CPA LLC2 years Service code 10 · EIN 26-2483900 | Accounting | $6,800 |
HANCOCK WHITNEY BANK3+ years Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $6,478 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,888 | $57,354-95.0% | $83,848-96.6% | $64,186-95.5% |
| Participation rate | 37.0% | 68.6%-31.6pp | 76.1%-39.1pp | 69.6%-32.5pp |
| Annual return | -10.87% | 11.38%-22.3pp | 850.88%-861.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $354 | $2,993-88.2% | $4,082-91.3% | $3,470-89.8% |
| Admin fee / account holder | $270 | $4,046-93.3% | $5,478-95.1% | $4,888-94.5% |